The agency's goal is to provide comprehensive assistance and support to clients in achieving their financial goals.
Our mission is to help clients form a clear position on money, values, and priorities, so that they can live their conscious life in financial security and in the growth zone that is close to their way of life.
The potential result for our client is a conscious position regarding their current standard of living, income growth, or starting a new business or additional activity.
We collaborate with clients to move away from generic strategies and towards those that align with their values, goals, and plans.

Illustration

What requests do we solve?

Increase personal income levels and overall standard of living

We teach how to save, invest, and diversify finances, live in abundance, and be debt-free

Organizing personal and family budget

Stop thinking in terms of poverty and shift to a wealthy mindset

Overcome biases regarding fear of poverty and fear of success (abundance)

Developing a personal financial plan and achieving financial goals

4 cooperation packages

Illustration

Modeling the mindset of a successful person

12 hours with a financial coach+ 4 hours with a mindset modeling expert

  • Learn more

    We work on financial strategy and goals. We determine what in your thinking and actions works for you and what works against you. We plan to increase your income in line with your field of employment.

    RECOMMENDATION:
    This package is relevant for those planning to transition from employment to their own business, additional, or new activities.

    In summary, you will receive:
    ● 16 meetings
    ● 4 months of joint work
    ● + bonus = support (1-2 questions per week)

    Price - 38,960 UAH

    With package cooperation, 2,435 UAH/meeting

    It is possible to sign a contract and split the payment into 2 installments within 30 calendar days from the first day of prepayment or by mutual agreement and fixation in the contract.

Illustration

Successful investor


12 hours with a financial coach + 4 hours with a financial advisor 

  • Learn more

    We work on creating a financial plan and defining your main financial goals, as well as major purchases and investments in the short, medium, and long term. We determine your investor type, ranging from conservative to aggressive, and help optimize decisions that align with your needs, goals, values, priorities, and take into account diversification, fees, inflation, and geopolitics.
    RECOMMENDATION:This package is suitable for those who want to organize their personal finances for good with the help of coaching, financial advice, psychology, and a specific action plan.
    In summary, you will receive:● 16 sessions● 4 months of joint work● + Bonus - Support (1-2 questions per week)
    Price - 41,760 UAH
    For package cooperation - 2610 UAH per session
    There is a possibility of signing a contract and dividing into 2 payments within 30 calendar days from the first day of prepayment or by mutual agreement and fixation in the contract.

Illustration

Successful future


12 hours with a financial coach + 4 hours with a psychologist

  • Learn more

    КA comprehensive approach and collaborative work on biases that hold you back from the past, block your growth areas, and act as a barrier or glass ceiling in your financial growth. The main focus is on working with procrastination, imposed goals and beliefs, burnout, stress, and resource recovery.

    RECOMMENDATION:
    This package is relevant for those who want to look at their situation from the perspective of coaching, psychology, and business to find a clearer solution to their request.

    In summary, you will receive:
    ● 16 meetings
    ● 4 months of collaborative work
    ● + bonus - support (1-2 questions per week)

    Price - 35,750 UAH

    It is possible to sign a contract and split the payment into 2 installments within 30 calendar days from the first day of prepayment or by agreement of the parties and fixation in the contract.






Illustration

Cash flow for teams


Online meeting with an experienced expert

  • Learn more

    The game helps to:
    *improve communication skills to better convey intentions and achieve desired results
    *understand the best way to make decisions based on emotions or calculations, and where it leads
    *feel the importance of time management to not miss opportunities in life
    *control financial flows and multiply them to achieve personal dreams and a better, happier life"live" life in miniature, gaining new experience to move faster and easier towards one's dream
    RECOMMENDATION:The game is relevant for remote teams as a unifying factor and motivation to achieve common team goals. It is also useful for working on personal financial goals.
    Price: 1350 UAH/person for up to 8 people in a team.

When purchasing services in a package

you will get:

Complex

Comprehensive picture of the situation and expert support

Meeting and summary session with financial coach Julia Levin

A personalized long-term financial strategy that has been developed

Practical solutions for a complete range of deep-seated issues that arise and undergo changes specifically in long-term work

Individual effective solutions based on our experts' working methodology, which are coordinated to work for your financial growth.

About agency work

We know everything about the relationship between thinking and money!
We are a team of professionals who will help you with love and respect to overcome the difficulties you are facing today. Our goal is to provide you with your own vision and action plan, from financial coach to financial advisor, psychologist to mentor, and to continue on this path independently after our collaboration.
If you like our collaboration, we offer an annual package that includes a monthly meeting to review how well you are executing your planned actions.
Our three pillars of collaboration are honesty, trust, and synergy!
Each client is unique, as is their financial situation, and by signing a contract with us, you will receive confidentiality. All data can be transferred to you after our collaboration ends, and our files will be destroyed for your safety!
We do not recommend, sell or impose any financial structures, banks or financial products to persuade you to make specific deals for commission or additional benefit. No!
Together with you, we will build a new strategy for reaching a new level of thinking in clear profit strategies with the help of financial coach Yulia Levin, plan your personal finances with financial advisors Eugene and Marina, overcome past traumas with psychologists Adriana and Marina, and count and verify the accuracy of calculations with accountant Svitlana.
Our approach is to form your personal vision of money, income, expenses, savings, credits, unexpected expenses, and translate it into specific skills in our collaboration.

Illustration

How do we work?

Introductory meeting

A 15-20 minute session that includes identifying the request and providing an explanation of how we work

First working meeting

If the cooperation is agreed upon, it is worth agreeing on the contract and making an advance payment before the first meeting, and sending a screenshot to our manager

Scheduled meetings according to the selected package

We are working according to the previously agreed schedule of cooperation

Final meeting

The final package of services is individually agreed with financial coach Julia Levin as a potential comprehensive strategy for your financial growth and competency expansion in managing your finances

What will you receive?

Develop your own income growth strategy

Formulate new money management models

Create your financial plan and goals

Acquire new skills in thinking and attitudes towards oneself, business, and money

Receive more confidence in your current and future financial situation

Learn to think in terms of ideas for growth

Learn methodologies, techniques, and tools that will become a new vector for your entire future life

Receive a list of books and relevant links to further financial growth

Schedule a consultation

Please fill in your details and the manager will call you to discuss further cooperation

Sign up

Дякуємо!

Ми зв'яжемося з вами найближчим часом

Can't send form.

Please try again later.

Reviews

The only measure of success in the market is the customer's opinion.

Natalia


The main values of our collaboration for me were to launch processes that had been postponed for a long time and to see and mark progress and achievements.

During our collaboration, I can note the achievements that are important to me:
🔸I manage to complete work tasks in 4-5 hours a day instead of 8-9.
🔸I optimized and improved the product that is a flagship in my portfolio.
🔸I resumed individual mentoring and closed one client immediately.
🔸I started negotiations on investment. Earlier, I only dreamed that someday it would come. Now, I am already taking the first steps in this direction.
🔸I started working with a financial consultant regarding investment in the stock market. A strategy has already been developed, and the first purchase on the stock market has been made.

I see and feel that many processes have been launched, and I think they will continue to develop. This is just the beginning.

Thank you for your support and productive collaboration! ❤️

Vasyl Vozniak


I reached out to Julia Levin for advice on starting my own business and managing finances. During the consultation that lasted over an hour, I heard exactly what I needed to - a step-by-step understanding of how to go from where I am to the goal I set for myself.

Julia asked clear questions and talked about the sequence and algorithm of actions, also taking into account my request, giving me tasks to do before starting the business. During the consultation, I felt like a coach responded to my request - I received advice on creating a team, managing finances, as well as a list of tasks with deadlines that I need to complete to start the process.

I also felt acceptance and support, energy and a desire to delve into my tasks and give honest and direct feedback.

Thank you for the inspiration and support!

Muhailo Dushnyi


I want to start by saying that you have truly inspired me. Honestly, I was expecting something different (had a different image in my head of a financial consultant, and was worried it would be all about numbers). You exceeded all my expectations, making it very comfortable, pleasant, informative, clear, powerful, and doing a deep work. Both my wife and I are very satisfied. We are delighted that we chose to work with you and are ready to work with you exclusively. Thank you, I am happy from this acquaintance and choice.

Taisa Romaniv


Thank you for the meeting, Yulia.I just reviewed my notes and there was a lot of practical value.My insights:
- It's useful to analyze my day and write down 5 achievements (I already did that today)- The wheel of balance is new to me, and it's also interesting to analyze clients and income- It's not worth buying something right away when I've saved up enough money, give myself 3 days to think about it- The sequence for buying books- Be aware of high deposit interest rates offered by suspicious companies.
Have a goal when saving money, determine the percentage or comfortable amount and the day of the month to do it.These points are what define something new for me. Today, I wrote down my achievements and went over my notes, refreshing them in my memory. I now feel energized, interested, and confident in the processes of what's happening and how it's happening.

Lena Drobna

Videographer, photographer

Thank you very much for your attention and time. I received specific and clear answers to all the questions I had. I also heard interesting tips on the direction of further actions. It is valuable for me to hear your opinion as a finance expert on my questions.
I believe that the information I received and my actions will lead to the planned result. See you at our next meeting!

Sofia Vatuliak


Perhaps, I am lucky after all. How else can I explain the gifts that the Universe gives me? This time, it was a coaching session with Yulia Levin.

I can say with certainty that I received a lot of pleasure and useful information. It's great to see your blind spots and expand your possibilities in your work.
One consultation may not seem like much, but sometimes even one such consultation with an expert in their field can turn you 180 degrees in your direction.

Thank you, Yulia.
 I am extremely pleased to have met you.

Oksana Karabin

Marketer

I am satisfied with our consultation. The format was very practical and applicable. I understood my mistakes in financial behavior, now I follow certain rules, regularly save and invest my money, and work towards my financial goal.

Khrystyna


Thank you for your kind words and feedback!Yulia, your competence, wisdom, understanding of the situation, and desire to help create an atmosphere of safety and openness. I have long known that "money loves order" and that "you need to prepare your sled in the summer." However, thinking about my old age and how I will live, I didn't really want to.You helped our family "connect the dots" in the field of finance.
We wish your work to continue helping many people, and even generations, to live in a healthy approach to resources!Good luck!

Made with